Portfolio Specialist

Job Summary:

• Build up and updating of segregated portfolios
• Monitoring of client mandate and regulatory limits
• Order allocation for VTA accounts
• Prepares quarterly report for Sunlife (outstanding holdings)
• In charge of SBL - Securities Borrowing and Lending
• Prepares reports for submission to Risk Management
• Prepares the daily cash position of UITFs

Your Qualifications and Your Experiences should be:

• Bachelor's Degree holders, preferably Business course graduates
• At least 2 years relevant experience in Trust, Investment or Wealth Management

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 24440